The contract provides for a fixed fee on the management of the assets including assistance for one year. At the end, the client decides whether to renew the contract for the following year.

There is no penalty if no renewal is made. The investor does not have to change bank; savings can be kept in their trusted bank.

The client is not obliged to follow our advice – they always have the final say on any actions.

Official communications take place via email and are combined with telephone or WhatsApp communication.

Finally, the client is informed every quarter about the performance of the portfolio through a quarterly report. The latter, depending on the client’s needs, is illustrated during an in-person meeting or online/over the phone.

All solutions are offered after careful and in-depth analysis and are “tailor-made” for the particular and specific requests/needs of the client.

It’s just like creating a bespoke suit: we listen to the client, choose the fabric together, then make the product.